ZIM’s proposed deal carries a claimed 23% spread and 110% IRR by Q4 2026, with Q3 and Q4 dividends potentially raising returns if closing is delayed or rejected.
Wall Street is sleeping on $GME https://t.co/x35RBIivhJ
Yes. Minority specs investors get in line. 7k patents. No puck. Who wants to do the sotp for $snap when they get the $5B (at least) mark on Specs? Is 2.5x ebitda cheap? https://t.co/Y3kEu8rObr
General Mills Profit, Sales Slip as Turnaround Continues $GIS https://t.co/hCadtnVNZ8
Grail’s Multi-Cancer Blood Test Gets FDA Committee Vote for Premarket Approval $GRAL https://t.co/bdcNEQtgT5
Activist Starboard Urges Construction Company to Explore Sale $KNF https://t.co/SaDmClimTV
Barry Diller Withdraws Bid for MGM Resorts $MGM https://t.co/2iXlXJ49gY
$CROX is the footwear for historic moments https://t.co/BWIcDcD92J
Update on Loparex, the loan Blue Owl marked from 88 to 5 cents in just 8 months. The restructuring is now set. $OWL's entire ~$160mm 2L gets wiped out for a small piece of equity. Monarch and General Atlantic take control after buying the 1L at distressed prices earlier this year. Looks like the 5 cent mark in June was close to right. The question was always why it was 88 six months earlier...
CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly…
Texas Instruments, ON Semiconductor and Vishay are rated Accumulate on rising robotics demand for analog, power and discrete chips after a…
Firefly Aerospace grew backlog to $1.5 billion, won two 2028 lunar missions and acquired Space-ng for autonomous navigation across its Blue…
Cellebrite converts more than 110% of EBITDA into free cash flow and trades at 12.5 times free cash flow, with management targeting 15% or…
Innodata's new Meta contract for long-horizon agent personalization ties the data company to Meta's Muse AI assistant, despite Meta's Scale…
Reddit’s subreddit-driven communities support targeted advertising, and its 0.3 PEG ratio makes RDDT undervalued, according to the upgrade…
Fountainhead 4 clicks
Shift4 trades at 6.5 times EBITDA despite 11% organic growth, with Shift4 Dine equipment leases reaching a $400 million run rate as…
Credo Technology was added at $170.54 after a 40% selloff, backed by its high-speed AECs and optical connectivity for AI data centers.
Copart’s $1.9 billion ACV Auctions acquisition targets renewed growth, with EPS accretion expected by fiscal 2028 as insurance…
Robert J. Lake 2 clicks
GameStop's collectibles mix rose to 45% of sales as gross margin reached 44%, supporting a deep-value case built on cash and store…
INVH · long Invitation Homes owns more than 85,000 homes valued at $43 to $48 per share, versus a roughly $30 share price, with occupancy above 96%.
Vail Resorts, down 60% since 2022, is pitched for an El Niño-driven ski-season rebound; the portfolio also buys ORR and shorts GEO.
Brookfield Corporation, down 20% YTD, manages $1.27 trillion across asset management, insurance and operating businesses as rates, debt and…
Southwest Airlines targets more than $2 billion of 2026 EBIT from assigned seating, extra legroom and bag fees despite higher fuel costs…
Dhierin Bechai 4 clicks
GFL’s take-private process has drawn KKR, Blackstone, Brookfield and IFM, while CEO Patrick Dovigi signals he will accept only the right…
Brookfield is recasting itself from an industrial owner into a $1.3 trillion asset manager and insurer, betting AI infrastructure can…
Crocs CEO Andrew Rees turned around the core brand, then borrowed $2 billion for HEYDUDE, whose $737 million write-down followed wholesale…
Karman Holdings (KRMN) is upgraded after a 68% drop, with 24% organic growth, a $1.3 billion backlog and higher 2026 guidance offset by…
Dhierin Bechai 1 click
Steve Eisman argues AI extinction warnings from Dario Amodei and Sam Altman seek regulation that creates pricing moats.
Nintendo's Switch 2 attach rate, flat Switch Online accounts and rising memory costs fuel a bear case, while Spotify and Netflix margins…
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